Plus: agentic AI for manufacturing, space-based data centers, and tariff refunds
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- China's industrial policy for the application of AI technology in the manufacturing sector, which features a big push for agentic AI, now translated into English by CSET. (CSET curation, 01/07/26) https://scout.eto.tech?id=5561
- The Chinese Communist Party (CCP) list of priorities for the 15th Five-Year Plan (2026-2030), from the CCP's Fourth Plenum in October 2025, now translated into English by CSET. (CSET curation, 10/28/25) https://scout.eto.tech?id=5571
- Tsinghua University's prestigious "Yao class" trains elite theory-focused AI researchers and has seeded leading roles across academia, big tech, and startups, boosting China’s foundational AI strength. (EEFocus, 02/27/26) https://scout.eto.tech?id=5560
- China prioritizes systemic chip self-reliance in 2026, advancing packaging, mature-node fabs, and third-generation semiconductors while accelerating equipment and materials localization. (EEFocus, 02/27/26) https://scout.eto.tech?id=5564
- China showcased early-2026 breakthroughs across AI, quantum, aerospace, and energy while foreign analysts noted China exporting technological solutions and development models. (S&T Daily, 02/27/26) https://scout.eto.tech?id=5559
- The Chinese market share of Alibaba Cloud’s Qwen rose to 32.1% as China’s enterprise GenAI demand and open-source adoption surged in 2025 H2. (Caijing, 02/24/26) https://scout.eto.tech?id=5548
- NAURA, AMEC, and SMEE entered the global top 20 semiconductor equipment makers in 2025, reflecting China's faster domestic chipmaking equipment growth. (EE Times China, 02/24/26) https://scout.eto.tech?id=5539
- China's IoT sector is struggling to go "AI-native," due to a lack of physical data for AI models and risks of dependence on foreign AI model and AI chip ecosystems. (EEFocus, 02/21/26) https://scout.eto.tech?id=5529
- China tightened drone rules in 2026, criminalized “black flights,” and mandated registration and real‑time identification, causing a plunge in UAV sales and long waits for flight approvals. (Caijing, 02/18/26) https://scout.eto.tech?id=5530
- ByteDance released Seedance 2.0, a multimodal AI video model that lowers video production costs and prompts claims of a generational breakthrough. (S&T Daily, 02/14/26) https://scout.eto.tech?id=5522
- China completed multiple tech "firsts" this week: tests for a future crewed moon probe mission, the first at-sea crewed-capsule and booster recoveries, and the launch of the CUHK-1 AI satellite. (S&T Daily, 02/14/26) https://scout.eto.tech?id=5515
- China's national semiconductor investment fund made a big investment in a subsidiary of Chinese semiconductor manufacturer VeriSilicon, boosting its capital to RMB 950 million to strengthen domestic semiconductor supply chains. (EEFocus, 02/13/26) https://scout.eto.tech?id=5517
- Shenzhen released a 2026–2027 “AI+ Advanced Manufacturing” plan to deploy platforms, 100 scenarios and models, and build pilot bases to upgrade manufacturing. (S&T Daily, 02/13/26) https://scout.eto.tech?id=5516
- Chinese EV maker BYD’s U.S. units sued to reclaim tariffs paid since April 2025, arguing U.S. law did not authorize the Trump Administration to impose tariffs on China. (EE Times China, 02/11/26) https://scout.eto.tech?id=5503
- Chinese state and commercial rocket failures in late 2025 and early 2026 have heightened urgency for reusable liquid launch capacity. To fill the transport deficit, China is pursuing massive satellite deployments as commercial space firms set more concrete goals for 2026. (Caijing, 02/09/26) https://scout.eto.tech?id=5500
- Chinese EUV lithography companies remain 10 years behind ASML, although the gap is narrowing with China's progress in R&D, investment, and domestic components. (EEFocus, 02/05/26) https://scout.eto.tech?id=5473
- Chinese research institutes released a 2025 embodied AI report covering AI and robotics technical advances, the industry ecosystem, bottlenecks blocking commercialization, and future development outlooks. (EEFocus, 02/04/26) https://scout.eto.tech?id=5495
- Forbes China highlighted younger Chinese startup founders who shifted AI from chatbots to practical industrial applications across models, robots, and enterprise AI platforms. (EEFocus, 02/03/26) https://scout.eto.tech?id=5467
- In China's booming AI robot industry, embodied AI startups are suffering from internal leadership power struggles, investment and profit-sharing scams, contract disputes, and unrealistic expectations. (Leiphone, 02/02/26) https://scout.eto.tech?id=5434
- Chinese companies and researchers had a ho-hum reaction to the relaxation of U.S. export controls on NVIDIA's H200 chip, as previous U.S. sanctions have spurred the development of Chinese domestic chips that, since 2025, have become competitive with NVIDIA's offerings. (EEFocus, 01/30/26) https://scout.eto.tech?id=5408
- Chinese open-source AI models are gaining global adoption due to low cost, strong engineering, and state-led "AI+" plans to integrate AI across the economy. (EEFocus, 01/29/26) https://scout.eto.tech?id=5400
- On suspicion of espionage, China's security ministry shut down meteorological sensors installed by a partly foreign-owned company near a Chinese military base. (S&T Daily, 01/29/26) https://scout.eto.tech?id=5407
- Alibaba unveiled the Zhenwu 810E AI microchip, integrating its T-Head chips, Alibaba Cloud, and Tongyi Lab AI models into a full-stack AI platform for model training and inference. (Leiphone, 01/29/26) https://scout.eto.tech?id=5405
- China's chip industry confronts foreign‑tool and advanced‑manufacturing gaps while scaling mature nodes and niche breakthroughs under state funding and long‑term strategic focus. (EEFocus, 01/28/26) https://scout.eto.tech?id=5383
- All sorts of Chinese startups are fraudulently rebranding their products—talking appliances, open-source models, knowledge graphs, and supposed AI agents as "AI+" to lure investors eager to cash in on China's AI boom. (EEFocus, 01/28/26) https://scout.eto.tech?id=5384
- China’s booming satellite-internet buildout risks a bubble because downstream operators lack clear, scalable profit models. (EEFocus, 01/27/26) https://scout.eto.tech?id=5385
- U.S. and Chinese players are considering building space-based AI data centers, which will use orbital solar power and inter-satellite links for scalable, low-latency computing but face high launch costs, radiation risks, cooling, and bandwidth challenges. (EEFocus, 01/26/26) https://scout.eto.tech?id=5372
- Chinese industrial AI agents are set to surge, with 2026 market value expected above CNY 43 billion amid policy targets and technical barriers. (EEFocus, 01/26/26) https://scout.eto.tech?id=5361
- Due to export controls, China HBM memory chip shortages have become a strategic chokepoint for AI hardware. (EEFocus, 01/26/26) https://scout.eto.tech?id=5359